Search Results folder - Personalize View

The Search Results folder allows you to modify the fields that display as results on your Personalized View.

The Search Results folder contains the following elements:

• Show Only Fields Containing - this text box allows you to filter the information displayed in the Available Fields list box. The Available Fields list box has the potential to display hundreds of fields. Enter the text you are looking for in the 'Show Only Fields Containing' text box and the Available Fields list box displays only those fields (and associated table names, if applicable) containing the information entered. For example, if you are personalizing the Customer Master and you enter the word 'terms', all of the fields and table names with the word 'terms' display in the 'Available Fields' list box:

  
  

• Exclude Related Fields - select this check box to display the fields that are assigned to the base table for the selected view in the Available Fields list box.

  Tip: You can identify the name of base tables for views, created by Tecsys, by hovering over the title of the view on the iTopia menu. Following the example below, if you hover over Order Header(OE45) the description 'Order Header(OE45) (ibis_oeoo.1.order_ header_oe45)' displays. The base table used for this view is ibis_oeoo.1.

  

• Available Fields - the Available Fields list box includes the criteria data elements that are available for the view. It includes the data elements from the base table and other tables that relate to the current view. Fields that belong to the base table do not display the English Description of the table name, however fields from related tables include the related English Description table name in brackets beside the field name.
  • Once a field is selected from the Available Fields list box, it is removed from this list.

  You can add single fields to the Show These Fields in this Order list box by the following methods:

  1. Double click on the selected field.

  2. Select the field and click the Add icon .

  You can also move multiple fields to the Show These Fields in this Order list box by either of the following methods:

  1. You can select groups of fields by holding down your Shift key and selecting a first and last field from the list and then clicking on the Add icon. All fields between the first and last field selected are moved to the Show These Fields list box.

  2. You can select multiple individual fields by holding down the Ctrl key and using your mouse to select fields (not sequential) and then clicking the Add icon. These individual fields are all moved to the Show These Fields list box.

  Note: To place the fields in a particular spot in the Show These Fields list box, highlight the field in the Show These Fields list box that you want the selected field(s) to follow, and when you add the fields, they will be inserted after this highlighted field. Otherwise, the fields being added are added to the bottom of the list of fields in the Show These Fields list box.

• Show These Fields In This Order - only fields in this list box will appear in the Search Criteria section of the view, in the order in which they are displayed here. You can also re-order these fields:
  • To Move Up a single field, highlight the field and click Move Up to move this field up one level. You can also move up a group of fields by using the Shift key to select a group of consecutive fields or the Ctrl key to select several individual fields and then click Move Up.

  • To Move Down a single field, highlight the field and click Move Down to move this field down one level. You can also move down a group of fields by using the Shift key to select a group of consecutive fields or the Ctrl key to select several individual fields and then click Move Down.

  • To Remove a field, highlight the field and click Remove to move this field from the 'Show These Fields in This Order' list box back into the 'Available Fields' list box, or double click on the field name and it is automatically returned to the other list box.

• In the Options section, the following additional Options are available when personalizing the Search Results:
  • Automatically Perform a Search When the Number of Records is Less Than - each View's default number of records automatically displays. You can set this value to zero to automatically perform a search when launching a view, regardless of the number of records in the database.

  • Maximum Number of Records to Retrieve - the default value is preset for each view. You can change the default for the current view up to the 'Maximum Number of Records to Retrieve' as set in the User Master for your login name. If you enter a value that exceeds the value set for your login name, an error occurs and you cannot save the view.

  • Number of Rows per Page - the default value is set to the User Default as defined for the logged in user in the User Master. Other possible values include: 10, 20, 30, 50, 100, or All records. Selecting the All option will display all of the records as defined by the Maximum Number of Records to Retrieve option.

  • Display Search Results With - valid values are:
    • Details Only - only Detail lines display on the Search Page.
    • Details and Subtotals - both Detail lines and Subtotals display on the Search page.
    • Details and Grand Totals - both Detail lines and Grand Totals display on the Search page.
    • Details, Subtotals, and Grand Totals - Detail lines, Subtotals and Grand Totals display on the Search Page.
    • Subtotals Only - only the Subtotal lines display on the Search page. This option provides summary information only.
    • Subtotals and Grand Totals - only Subtotal and Grand Total lines displays on the Search page. This option provides summary information only.
    • Grand Totals Only - only Grand Total lines display on the Search Page. This option provides summary information only.

    The format selected is dependent on the value of the 'Show Subtotal' setting. The Show Subtotal check box appears in the Sort tab. Show Subtotal identifies one or more result set columns to be used as subtotal break columns. When at least one column is defined as a break column, and the search results have at least one math-enabled column, iTopia is able to show subtotals.

    • Subtotals disappear from view when the sort order of the result set is changed by clicking on a given column heading.
    • Only physical columns that appear in the Sort tab may be selected to sort on and may be identified as break columns.
    • Subtotals and Grand Totals are calculated on math-enabled fields only.
    • Subtotals and Grand Totals are not carried over when the view is exported to Excel. You will need to reset the subtotals and grand totals for the data in Excel.

The following table outlines the functionality of each button on the Search Results folder:

Button Label	Icon	Functionality
Submit		Automatically Saves all of the changes from all folders with the view name identified at the top of the screen and returns you to the new Personalized view. Caution: If you are personalizing a Corporate view, you may want to select Save As to save the view with a unique name; clicking Submit will overwrite the Corporate view with your personalized view.
Save		Saves all of the changes from all folders with the view name identified at the top of the screen. Caution: If you are personalizing a Corporate view, you may want to select Save As to Save the view with a unique name; clicking Save will overwrite the Corporate view with your personalized view. If you have saved the view using Save, you can always Restore the view back to the Corporate view if need be. When you click Save, you remain on the current page. A message at the top of the window indicates whether or not the modifications were successful.
Permissions		Opens the Permissions window for the current resource allowing you to grant permissions to other roles (users). Note: The Permissions button is always available to the system user (system administrator). All other users must be assigned a Role that includes the 'Grant' operation for this view (resource) in order for the Permissions button to display. When the system user selects Permissions, all of the operations are available for selection; when other users select Permissions, only the operations assigned to them through a Role are displayed.
Save As		Opens the 'Save View As' window. Enter a view name in the 'New Title' field and click Save to close the window and return to the Search Results folder, click Submit to close the window and go directly to the new view or click Cancel to cancel the Save As request. Once the Search page is opened, the new view name displays. For more information on the Save As feature for users logged in with system administrator rights, click here.
Restore		This button is only available on views that you have saved using the Save or Submit action buttons. The Restore option allows you to return to the original Corporate view.
Delete		This button is only available for personalized views that you saved using the Save As action button; you cannot accidentally delete a Corporate view. When you click Delete the following message displays: "Do you want to delete this view? OK/Cancel". Click OK to delete the view or click Cancel to cancel the Delete request. If you have granted permissions to other users to this view and they have personalized the view and saved it using Submit or Save, a message displays indicating that you cannot delete the view. All users that have personalized the view using the Submit/Save action buttons must Restore the view before you can delete it.

Here is an example of the Search Results folder:

^{Search Results folder}